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Using the new Automations Map feature, and how Lite plan users can benefit from a plan upgrade

Recording of Office Hours hosted by Chris Davis on June 29, 2018.

Topics covered in this session:

  • An overview of the new Automations Map feature
  • How Lite plan users can benefit from upgrading to the Plus plan
  • Helpful resources for getting started with ActiveCampaign
  • An overview of Tasks

Transcript

Chris Davis: 00:00 What I want to do before we jump into office hours and I open it up for questions, I really want to talk about this product release, Enhancing the Automations Map. A lot of you still have not used the automations map. Let me show you what that is.

The automations map is a way of being able to tell how your automations are connected. One of the things that you’ll see is when you hoover over an automation now, you see that little icon. It says View the Automation Map. So what I can do here is I’ll just view the automation map, and it takes me right to the automation map view.

Now, in order for a … What just happened? Is my internet connection slow? Previously, before this update, in order to see these green or red arrows, you had to be using one of two … Oops. You had to be using … What is going on? There we go. You had to be using one of two actions within an automation, and those actions were Start an Automation or End an Automation. If from within an automation you use … Like let me go here. If I used this action and I go under Conditions and Workflow, it says Start an Automation. And I select the automation. This has connected the two automations, and at the map level, I’ll see a green arrow between the two.

If I come here and I say End Other Automation and I select one, look at this. One Day No Open. I’m going to say it ends it. Now watch what happens, because I’ve seen this one. So I go to One Day No Open. You see that? It shows that Ed’s Pipeline is an automation that ends it because Ed’s Radio Pipeline is the one I’m in. The second I added Exit, it added that red, that red [inaudible 00:02:14].

That’s how you connect automations by using Enter an Automation or Exit an Automation. If I delete this, watch this. That’s deleted and I hit refresh. You’ll see that that … It should have … You see? It’s gone. The red is gone. So that’s how the automation map worked. What happened is everybody started saying, “Well, I start automations with tags, and a tag is being applied in one automation that starts another automation. How do I see that in the automation map?” Well, now that is possible.

If I go into Ed’s Radio Pipeline and I go here and say Add a Tag, and I say Start Any Automation, okay? Now, if I go into this one, One Day No Opens, and right now you’ll see … Just take a mental note. You see that there’s no connection to Ed’s Pipeline right here. In this automation, I’m adding this tag. If I were to use that tag as a start trigger, watch what’d happen. Start [inaudible 00:03:35] Any Automation. Add the Start trigger there.

Now, this tag starts this automation and it’s being applied in another automation. This now serves as the equivalent to that on the map view because if I hit Refresh, I should be able to see that now that automation is started. See that? Did you guys see that? See? Now it shows that this starts this automation, and it tells you why. It says Ed’s Radio Pipeline when this tag is added. So it’s showing this automation starts when a tag is added from within this automation.

So these are the improvements that we made … Yeah, Riker, I know. These are the improvements that we made so that you can start see … You see, it says it starts this automation, and it’s started by these automations. See that? This red dot means it’s inactive and you’ll see it grade off as inactive there, too. So, now, when things start to get really complex … Yeah, look at this. This one … My external podcast is live.

Look at how many automations this is starting. The reason why it’s starting all of these automations is because I frequently just create automations and select stuff. This is my test account. But you see it here. It starts One Day … Oh. Here. Let me do this. It’s still on One Day No Open. I want … Oh, it didn’t. Oh, there we go. So, now, this automation starts … Look at all of the automations it starts. And then it’s started by one automation.

Those are the enhancements to the new … Where is it? To the automations map. This thing is continuing to grow and improve, so definitely make sure that you’re using it again. If you want to access the automation map for any of your automations, you can select Automations and then select Automation Map, and it will pull up all of your auto- … And hit reset. It’ll pull up all of your automations, or if you wanted to start out with the specific automation, just hover over it and click View in Automations Map, and there it is.

That’s the rundown. That’s the rundown on the new enhancements to the automation map and how to use it. This is part of us making Building Modular Automations easier so you can know what’s going on. I know I’ve done it many times where I’m like, “Oh, what’s the name of that automation again?” Especially when you’re using a tag to start another automation from within one.

So, all right, the floor is open, everybody, for questions. If you have any questions, remember all questions are welcome. We like to, for office hours, just for the sake of keeping it easy-flowing, keep the questions shorter and on the more straightforward and easy end, just so everybody can get the maximum value out of it. Every now and then, we’ll need to go deeper, everybody. I reserve the right to go deeper every now and then. But if you feel like it’s going over your head, then you should ask a question to kind of bring it back.

But right now the floor is open. Whatever questions you have, list them in the chat, and we can talk them through. I’ll map them out in my account. Share the automation if need be, but the floor is definitely all of yours. As you all are getting your questions together … Just make sure … Yep. Yep, so I’m ready whenever you are. Man, this is … It’s crazy how much this app is just evolving and continues to develop. It’s really exciting. It’s exciting to see it all.

All right, Riker. Riker’s got one. Let me get it up on the screen, Riker. All right. Riker … All right. Riker says he has a list of 10 tags. There are more in the database. Yep. So, “I would like to see how many contacts have more than one of those 10 tags associated with them. It’s a one-time query. I would prefer not to use lead scoring but may have to.” Oh. Yeah, yeah, yeah. “Not all contacts have all the tags associated with them, nor do all of them have any one tag.”

Yeah. Riker, correct me if I’m wrong. What’s happening is you could see how many tags have a specific … how many contacts have a specific tag, but you want to see how many contacts have … Yeah. So, out of those 10, how many contacts have one or more of those? The first part we can do with the tag manager. Go to Contacts and then … And this is for you all to know. Manage Tags to access our tag manager. This will give you, at least by tag, how many contacts have that. Yeah, to see an overall … Like her … You know what you would have to do? It’s a one-time query … I’m thinking a Google sheet, Riker, and each sheet … So a Google sheet, and each tag within the sheet could be for the specific tag. And every time the tag is applied to a contact, that contact gets added to the appropriate sheet on the Google sheet. And then, that way … Well, that’s still … No. No. “I would like to see how many contacts have more than one of these.”

Yeah. So you know what I would do? I would just do a search. I would do an advanced search for this one, Riker. That’s probably as close as you’re going to get. So, if I were to go here, let me show you all how to do an advanced search. You go to Contacts, select Search, and then do Advanced Search. And then you do Contact Details, Tag Exists. Let’s say it has this tag and has this tag. So completed Module 1 and 2 search. So where it’s tagged 1 and 2. Of course, I don’t have any.

So that would be my recommendation, Riker, for now. You’ll probably want to run that … Oh, there’s so many combinations between 10 tags, man. You know? It’s at least 100. At least 100. So that’s where it gets tricky. I don’t have a good one for that one, Riker. I don’t have a good one. I would say maybe there’s a list, like a combination of tags that are more important than one, like, okay, if contacts have these three tags, they’re extremely … Like these are the contacts I need to keep an eye on.

But, like you said, lead scoring does simplify it because now you can do it … Oh man. Riker, I could … I love gamification, man, or at least I love thinking of things in terms of gamification. You can have where each tag has a unique value, so just by looking at the number of their lead score, you would be able to tell which tags they have. And then that simplifies it. So, yeah, yeah, that would be my recommendation. I’d use lead scoring and I’d have some fun with it.

I’d start out in a spreadsheet or something like that and list the tags, and then start adding the … This is an entire exercise I’ve done. This is the nerdy stuff that I like. But I would start adding values to each tag, and the goal is to not have nominal values. You don’t want 5, 10, 15. You want odd values like 7 and 9 and 3 and this, this, and that, because the … And there’s a method to how you pick your numbers because, like I said, if they have one tag that’s 7 and one tag that’s 3, there should be no tag that equals 10 because that 10 would be reserved for those two. And it becomes like this … It becomes a game, man, honestly. It becomes a game where combinations of tags are represented by lead scores where you can easily see who’s who and who has what.

So, yep, no problem, Riker. LaShonda. Hey, LaShonda. Nice to see you on. I definitely know your face with the name. Let me see here. Let me paste it up here. All right. “Got 253 on the Light Plan. This plan served me and other than the number of contacts above …” Yep, yep, great. “How much more use would the next level benefit me that I don’t have access now? I see …” Oh. Oh, that’s interesting. Automation Maps isn’t on the Light. Let me see. I don’t know. That’s one of the things I didn’t clarify. Where is Automation? Not seeing Automations Map. Let me see. Did they … On all …

Oh, yeah. You should have the Automations Map. It says it’s available on all plans and tiers. So you may just have to reach out to Support and let them know about your account. Now, now that I … I get to cheat a little bit, LaShonda. I know an overall of your business based on kind of previous conversations. So how you would benefit from contacts above that are the Plus Plan … I’ll speak specifically how you would benefit from the Plus Plan. Let me pull it up. This is good for any of you thinking, “Hey, do I really need that? Do I need to upgrade?” because sometimes it’s not clear based on your business.

Watch this. So you’re on the Light, and I think you’re on this Light Plan. Yep. You’re on this one, and this is the one that I would recommend, the Plus. The reason why: single-handedly for the CRM and sales automation. Those of you … LaShonda, like you have a more traditional business. By traditional, I mean 100% of your business is not online. You have clients that you talk to in person. They may come through the door of your office. You’re meeting with clients for lunch, coffee, whatever the case may be. Your CRM, the CRM is going to allow you to track all of those activities on one contact record. So you’ll be able to follow up effectively.

Okay. She said, “But I have this here.” No. Yeah, if you’re on the nine-dollar plan, you won’t have the CRM. You’ll have automations, and you’ll have a contact view, but this is the CRM right here. You see that, where I have stages and a pipeline that I can move stuff through? So, for you, it could be they signed up for a consultation and then, after the consultation, you could have a good fit. Like did it go well or not so well? And I could have a stage that says it went well, and when it moves over to this stage, it would fire off an email and it says, “Hey, so glad to meet with you today. Here’s the next step. Follow this link and complete this form to get the process started.”

And then you could have another stage for after they fill out the form, it moves the deal over there and says the form has been filled out. And it says, “So great. Got all of your information. My team is reviewing. While we’re reviewing, here’s the link to schedule some time.” When they click the link in that email, it could take them to your online calendar for scheduling. All of that can be managed through the CRM. The reason why you want to use the CRM is because you can see visually what happens if one of these stages has a lot of deals in them. You’re like, “Oh my gosh. A lot of people have filled out for a consultation, but I haven’t moved them over.” So you can easily see where you need to focus in your business.

That’s going to be your biggest benefit from going up. Okay. Yeah. LaShonda says, “I do all of this outside of Gmail right now, in Chrome add-in.” Yep. You can do that and then you can flip it. What you can do … Here’s what you can do, LaShonda. You can flip it and do Chrome extensions. Instead of using Gmail, you can use ActiveCampaign and then use the ActiveCampaign plugin in Gmail. So you can still somewhat work in the flow that you’ve been working in in terms of Gmail, but … Yeah. Yep. Okay. She said, “That’s what I have.” So now you’ll be able to move people from stages right from email, too.

So, yep, yep, yep. Oh, and a couple other things I want to highlight that you will gain is this right here, one-on-one training. You get a free one-on-one training every month when you go up to that plan, and if you’re using any of our deep data integrations … I know you probably aren’t doing that yet, but you may. Deep data integrations are like Shopify with commerce, big commerce. They allow you to send all of that purchase data over to ActiveCampaign so you can automate off of it. And then, of course, you can remove the branding and ActiveCampaign. And you get text messages. You get text message marketing capabilities as well.

As your team grows, what else is going to be really key is custom user permissions. So you can start saying, “Hey, look. You can see this but not that.” So you can start giving access to your team members and have the confidence in knowing they can’t mess anything up. Even if they wanted to, they couldn’t, because if you set their permissions to not having access, they don’t even see the feature. The app looks totally different to them. They get their own app and they’re like, “Oh, I don’t have that setting.” You’re like, “Yeah, because I hid it from you because I don’t want you to break it.”

Oh. LaShonda says she’s going to be doing a membership box. This is going to be huge. A CRM would be huge for you just to track either … It depends on … You know, like subscription boxes are great. And if there’s a particular … Like I can see a pipeline that says Ideas For Boxes, and then having one stage that says Ideas, and then another stage that says Box Created. So it’s like, “Oh, I’ve got these 10 ideas for boxes I want to send out as a subscription,” and then as you send them out, you can move them over into another stage that says Has Been Sent Out.

So you can easily keep track there. Frequent subscription boxes. Yeah, you can even automate the fulfillment process. Idea, Box Created, Box Shipped Off, whatever. Whatever that process looks like internally, you’d be able to automate that as well with the [DOCRM 00:19:43]. Yep. LaShonda said, “So that was easy.” No, that was a great question. You’ve got a really solid use case. And, everybody, I would advise you all to do what LaShonda did. Question, “How does this benefit me?” If we can’t answer that question confidently and get you to see value, stay where you’re at. But for a lot of you, sometimes, it’s just an understanding of how to leverage other features or just the features that you have.

LaShonda says, “How does the custom branding come in that’s on my side?” Yeah. This, when they say custom branding … Actually, I can’t remember. Oh, oh, yes I do. This. Here it is. I haven’t done this setting in a while, but under Settings … And the reason why this is important … Yeah. LaShonda said, “It doesn’t need to be pretty to me.” The reason why this became a thing is because when people started adding people to the platform, they wanted it to be consistent with their brand.

Where is it? Appearance. Here, I can change how this application looks. I can change it to match my colors, so when I’m adding team members in it, it just looks like it’s my app. It’s part of my business. Yeah, so that’s what it does. But, yeah, for you, you said it doesn’t need to look pretty. So you don’t have to use that, but the custom domain is for … This is very technical. It’s primarily for sending. If you … Go back. If you have a domain that has a really good sending reputation, you can use that domain in ActiveCampaign and continue with your deliverability or your … What is it called? Reputation. Reputation with that domain.

Joe. Hey, Joe. It’s good to see you back. I remember you, Joe. Yep. No problem, LaShonda. I try to remember everybody’s name that comes on. Joe, good to see you. Let me … this. All right. Great. Let me … All right. There we go. “Hey, Chris. I’ve got a pretty complex automation I’d love for you to critique and see if it will function as intended. I don’t want to throw something too crazy in there if it’s too time intensive and takes away from helping everyone else. I can wait until everyone else is …” No. No problem, Joe.

If you could … And while I get Joe squared away, feel free to keep the questions coming, everybody. Go to that automation and question, so this caret drop-down, and hit Share. And then paste this link. Copy and paste that link into the chat. I’ll import your automation into my account, and then we can go over it. I think that’ll be fun just for people to kind of see. You know, one of the things that is really valuable for people that I’ve personally benefited from is seeing other people’s automation. Like, “Hey, how are you building automations?” Because a lot of times, there’s something that you do and you’re like, “Oh, I never thought of doing it that way.”

So I like automation breakdowns. In fact, maybe we should make that part of office hours. I think that’d be a cool addition, is for us to reserve time to break down some automations. You all would share them, and we could break them … If it’s easier, Joe, honestly though, I can just let you share your screen and then we could walk through it. So it’s up to you, Joe. Whichever one is easiest. It may work better to share your screen. Then we could just talk through it. I can give you audio control. Yep. Let me … I’m going to promote you to a panelist here, and Joe, you’ll have audio control and you’ll be able to share your screen. Everybody should be able to see your screen as well. Let me unmute you.

Joe, how are you doing? I can see you talking, but I can’t hear you yet. It doesn’t show any bumps from your mic. Maybe just unplug it and plug it back in. I heard something. Whatever you just did, I heard something.

Joe: 24:35 Can you hear it with my headphones [inaudible 00:24:37].

Chris Davis: 24:37 Yeah. I can hear you. You’re a little low, but I can hear you now.

Joe: 24:40 Gotcha. I’ll try to hold it out here for a second if that’s any better. Sorry about that.

Chris Davis: 24:44 Yep.

Joe: 24:44 Okay. So, basically, I’m trying to build out an automation that functions from an API that pushes some data from our database. And I’ve got a little bit of a crazy one here, but I kind of want to be able to at least walk you through it and see if it’s going to serve a purpose to that sort of [crosstalk 00:25:02].

Chris Davis: 24:44 Sure.

Joe: 25:04 I think there’s a button on the side or something, maybe on the bottom. Sorry. All right. I’m just trying to get some light in this room because the … Oh, okay. Don’t worry about it. It’s all right. You can shut the door if you need … Sorry about that. So, basically, long story short, we’re pushing over tags from an API in our database every time someone switches a setting. So it’s basically like they have different goals in our platform that they can switch to.

Now, the problem is that sometimes people goal shop and they click around a whole bunch of different buttons just to see what it would be before they decide to settle on one. But it’s still going to push that tag every time they click on it. What I was trying to do is figure out, okay, since it’s not like that data is stored chronologically, every time they click on something, it’s almost just like throwing that tag into a bucket. What I need to do is first preserve the initial piece of data before they made the goal switch because that’s irrelevant to what happens on the goal they settle on. Then I need to still be able to segregate what the last incoming piece of data was. Does that kind of make sense in terms of the-

Chris Davis: 26:18 I know what you’re saying. Oh, that’s a tough one because, like you said, they can go in there and, like you said, they can click away. They’re like, “Oh, this one, this one, this one,” and even then-

Joe: 26:30 I’ll show you what I built. [crosstalk 00:26:31].

Chris Davis: 26:30 Okay. All right. Yeah, let me check it out because I’m thinking it may be a combination of how you handle it on the server side and then how it ends up in ActiveCampaign, too.

Joe: 26:41 All right. Do you want me to share my screen here?

Chris Davis: 26:43 Yeah. Do you have the ability to?

Joe: 26:46 Yes, I think so.

Chris Davis: 26:48 Okay. Great.

Joe: 26:48 All right. Let me pull it up here. All right. Can you see this?

Chris Davis: 26:55 Great. I can see now. All right.

Joe: 26:57 All right. What I did first was create a holding automation. What we do is when this tag is added … Don’t worry about the new sign-up thing. That’s kind of like segregating out people. But, basically, when this goal tag is added, it’s going to look and see, okay, did they have a previous goal tag? If not, then it’s going to go through this kind of waterfall logic here and say, “Okay, well, if they don’t have a previous goal tag, then is their current goal tag this? Then, given the previous goal tag, is it that? Bla bla bla.” That’s fairly, I think, straightforward.

Now, what it’s going to do is if they don’t have a previous goal tag, it’ll give them one, and then those jump them over to here, which would remove them from any other holding sequence because I have a 30-minute buffer. So they kind of gotta sit in an automation for 30 minutes before they move into what will be the actual goal change. In this case, if they … Let’s say the first time they clicked into this, if they didn’t have a previous goal, then it’ll assign that to them and kind of protect that information for up to 30 minutes.

If they jump into … because there’s multiple of these. This is just one goal change. There’s four different holding automations. If they landed in here and they already had a previous goal, that would have meant that they had clicked through to some other ones. It’ll detect they’ve already got a previous goal, so don’t assign them anything, exit whatever holding automation they were in beforehand, and it’ll restart the 30-minute countdown. So, essentially, they have to sit in one particular holding automation for more than 30 minutes before it would then give them the Goal Change Complete tag and then move them into the correct real automation. Does that seem to make [crosstalk 00:28:39]?

Chris Davis: 28:39 Oh, I see. Yeah, and I was thinking about that, too, is being able to have a buffer period where even if they did select goals, the first one that they selected is essentially protected.

Joe: 28:55 My intention is that that’s what these previous goals do because that previous goal tag, as soon as they get put into the actual automation, it’s removed because that’s going to potentially give me the data that I need in the real goal change. But in the holding period, it can only be written once within that half-hour period because it’s actually going to filter people out as they come in. So no matter which one of the holding automations they enter, only the first time is it going to say, “Nope. They don’t have a previous goal. Give them one,” and then shoot them over to this. If they already have one, it’s going to avoid any of those conditions and just [crosstalk 00:29:30] right in.

Chris Davis: 29:31 Yeah. And you’re filtering out … Who are you filtering out? You’re filtering it out so it’s only new people, right?

Joe: 29:37 Filtering out new people. I do not want new people coming in here. That’s a separate sort of thing. That’s pretty simple, in fact, because this is only API. When they make the API call, it’s just going to send over “Goal: fat-loss tag.” That’s a very general goal that we use in a lot of different automations, so that’s [crosstalk 00:29:52]-

Chris Davis: 29:51 Yeah.

Joe: 29:55 … certain people. The way this then works, to show you the next stage, is, assuming they make it through all of this … They make it through the waiting period, the Goal Change Complete tag is applied, and then they enter the actual fat-loss automation. Then, in the real fat-loss automation, this will segment out people who just have fat loss and goal change so that when the API makes this call, it’s not going to put them in this automation unless they also have the Complete tag from the holding stage.

Chris Davis: 30:22 Got you.

Joe: 30:23 At that point, I’ll remove this, meaning that they could then enter [crosstalk 00:30:27]-

Chris Davis: 30:27 Yeah. They could do another goal. Yep.

Joe: 30:29 Yep. It will then take them out of any actual goal sequence that they could have been in. It’ll also filter out new people, which is a separate thing. This is why I’m using that tag, is because we’re using that as like a risk criteria, which would then segment out, essentially saying, “Okay. Well, we’re going to send them this warning email if they came off of that previous goal tag.” That’s why I needed to preserve that data. And then I’ll remove any potential previous goal data. So, again, it flushes that out immediately after that half-hour waiting period. [inaudible 00:31:02] for, flushes all that out, and then it basically cleans that up again right away.

Chris Davis: 31:07 Yeah. So you’re keeping it to where their initial goal is what pushes through the system.

Joe: 31:16 Yeah. Does the logic seem to make sense on all of those so far?

Chris Davis: 31:22 Joe, it actually does. Excuse me. I was waiting for an area where I was like, “Oh, you shouldn’t do it that way.” But, no, this is … The hardest part of what you’re doing is keeping track of the removal of tags throughout the process so that they can go back through it. But you’ve done a good job with making sure you remove them. I always err on the side of adding removal tags all over the place if I want them to go back in. But you’ve got it, man.

The only thing I would say is … So you’re using ActiveCampaign to track their goals, like their objectives, I’ll say, because I don’t want to use confusing language. Just to-

Joe: 32:05 [inaudible 00:32:05] database. The only reason I use ActiveCampaign is we use ActiveCampaign as an outreach sequence when they switch those goals because we don’t want to have that all completely native in our environment [crosstalk 00:32:16].

Chris Davis: 32:16 Right.

Joe: 32:16 We have great open rates with our emails, like 60 to 70% with most of them. So it’s like-

Chris Davis: 32:23 Wow. That’s good, man.

Joe: 32:26 So being able to hit people up if they, for example, switch from one goal into a different one that we really don’t recommend, it’s nice to be able to hit those people up with an at-risk kind of email and then track them that way. And then I have different notifications built in, so it’s like I’ll send them a warning email, wait for a couple of days. Did they read it? Yes, okay, they got the warning. No, send them a follow up with more aggressive subject heading. If they read that, that’s great. If not, then we notify our success team to reach out to that person. So there’s a whole [crosstalk 00:32:55]-

Chris Davis: 32:55 Great. Wow. No, it looks good. Have you set it live yet?

Joe: 33:01 Well, I’m going to test it in dev. We can dest it in dev environment first, but I just wanted to have you look it over and make sure that it seems like it makes sense before I start throwing stuff at it.

Chris Davis: 33:10 Yeah. The key was the reason why I’m saying that I think you’re good from this overview is you’ve got that buffer period. So you’re preserving their initial goal, and so now if they continue to click through, you’ve preserved that value. Right? And for 30 minutes, and then you’re allowing them to come back in. Now, they would … At this point, it’s not likely, but after … Like, an hour later, they would be able to change their goal.

Joe: 33:47 Yeah. Really, right after that 30-minute period, there is no delays built into the actual automation here. Like this is going to automatically take them through, pull that tag out, remove any of the other automations, check to make sure they’re not a new person. If they’re not a new person, it’s going to say, “Did they come off of that previous goal tag? Send them an email.” That’s going to happen instantly. So it’s immediately run through and remove all those tags.

If at that point, if they change their goal after a half hour, worst case scenario is they’re going to get one warning email, which … That’s not going to provide a bad experience for them.

Chris Davis: 34:21 Exactly.

Joe: 34:23 So that’s totally fine.

Chris Davis: 34:24 Yep. Yeah, but I think … Yeah, 30 minutes. Plus it looks like it’s a program, so it’s not like they would not be going through the … If they changed their objective to that, they’re looking for information on that.

Joe: 34:39 Exactly. Yeah. I don’t think it’s going to be an issue at all.

Chris Davis: 34:43 Right. No, it looks good, man. It looks really good.

Joe: 34:46 All right. Thank God. I was pacing in circles yesterday. I had this thread of logic in my head when I was trying to figure out how to handle it, and I was just, “Oh God. Don’t lose it. Don’t lose it,” just chasing that little thread [crosstalk 00:34:58].

Chris Davis: 34:58 Right, right.

Joe: 34:59 [inaudible 00:34:59] protection of the initial data piece here.

Chris Davis: 35:03 Yes, yes. That was smart. Do me a favor, Joe. When you’re done testing it in dev, let me know how it works.

Joe: 35:12 All right. I will do.

Chris Davis: 35:14 I’m sure there’s something small, but it shouldn’t be huge. There’s probably just something small we both overlooked, like, “Oh yeah, let’s add this condition here.” But for the most part, you’ve done all the heavy lifting, man.

Joe: 35:26 Cool, man. All right. Well, I was excited. I knew if I got Chris on the line that you would be able to give me a little more peace of mind with this.

Chris Davis: 35:34 Right, right. Thanks for sharing, Joe.

Joe: 35:37 Cool, man. Much appreciated.

Chris Davis: 35:40 All right. And it’s good to talk to you, too.

Joe: 35:42 You too, man. Absolutely. I was at the ActiveCampaign meet-up last week here in Austin. Got to meet a bunch more of the team in person.

Chris Davis: 35:48 Oh, great. Great, great.

Joe: 35:52 All right, dude. I will talk to you later.

Chris Davis: 35:54 All right. Yep. Keep me updated.

Joe: 35:56 All right. Will do.

Chris Davis: 35:58 That was great. That was great. If any of you have automations that you just kind of want some oversight on, this is a great opportunity for that. If you’ve got questions, it’s a great opportunity for that. This is just reserved time for you all. That’s what this is. Oh, let me share my screen. This is reserved time for you all, just to make sure you’re not stuck. Please don’t be stuck.

Did I go over … While we’re waiting, one other thing I wanted to highlight is, if you are not a subscriber to the podcast, please do so because we are … Where did all my windows go? [inaudible 00:36:46] lost my chat window. There we go. We just launched one … Yeah. We just launched one, a Getting Started With ActiveCampaign. This is me, and I’m just going through the process of getting started. What’s probably the most interesting in here for you is I talk about when do you know you need marketing automation? So this is a good one to share. If you’re a consultant, this is a good one to share with your clients. If they’re using other platforms and it’s kind of hard for them to justify moving or whatnot, let this podcast do the talking for you. If you’re new to ActiveCampaign, follow this. Follow that.

Okay. All right, Joe. Have a good one. Good to see you on. One of the things that I wanted to highlight out of here is this. This is brand new, everybody. You know what? My apologies. I did not put these links. I promised you all I would put these links in the chat. I’m doing so now. Okay. I put those in the chat, and I’m also going to put this link. Look at this, everybody. This is called a manual. This is our new content type, and this walks you through how to get started with ActiveCampaign. We’ve got a brief video, How To Get Started in Six Minutes overview. You can join the Getting Started webinar that we run weekly, or you can schedule a one-on-one. All of those links are here.

The idea was to equip you all with a consolidated resource that you can bookmark and just keep for whenever you had a question or whenever you signed up to get started. So, again, consultants, this is for you. You can easily give this out to your clients, or if you train people in ActiveCampaign you can give this out. This checklist is one of the things I’m really excited about. Check this out. It gives you steps. Let me turn this down. It gives you steps to do. And you can do these steps every day, or you could do them all in one day. But it’s coupled with watch something and then do something. Watch something and then do something, as well as various resources: how to migrate; if you’re new to marketing, automation; listen to these; creating your first form; getting started with managing your contacts. You can learn about email deliverability, how to send your first campaign, create a pipeline, creating your first automation.

That’s all in one place for you. Let me grab this link here. Let me grab … Yep, LaShonda, I’m putting it in now. And I just placed a link in the chat. Yes, this is amazing resource. For those of you who are already started, this is a good sanity check, like, “Wait a minute. Did I miss a step?” This will do that. This will help you out as well. So put that in there, as well as … Here. Let me put the link to the podcast episode as well. Hopefully, you all are subscribed because, if not, you really should subscribe to the podcast. Today, which one is going out today? I can’t remember what I recorded for today’s. I believe it was Belinda Brown on falling in love with your customer again. I think that’s the one that’s coming out today, and it talks about how to keep the focus on your customer. I think that’s what …

I’m sorry. I’m just going to backtrack. I don’t know what’s coming out today because I recorded so many of these I can’t keep track of them. But there’ll be a new episode today, be a new episode dropping today. Yeah. Make sure you’re subscribed, everybody. Is there another question? If not, that’s fine. Listen, I’m not holding you all hostage. I know you are busy. You have businesses. I do not want to take up any more time than I have to. Instead, I just want to make sure that we’re being a resource here. Again, [inaudible 00:41:30]. Yes. You can … LaShonda, you know what? I would just highlight the link and copy it for now. And then, when it’s over, paste it in your browser and bookmark it. That’s the easiest way I know how to do it now.

Yes, absolutely. McSizzle has … Oh, Michael. My bad. It says McSizzle there for your name. Michael, yeah. Michael said he doesn’t have a question. Can I talk a little bit about the Task? Let me pull it up here. All right. So Tasks and ActiveCampaign are twofold. Got you. Ask and you shall receive. That’s too funny. So Task and ActiveCampaign are twofold, right? You have manual tasks and then automated tasks. Manual tasks … If you have … let me pull up my fake twin brother. If you do not have the CRM, what you’ll be able to do is add a contact task. What this is going to do is this task is going to be tied to the contact, and your notification … You see how we can add a notification here? You can add an alert. Add X amount of minutes before via email. Save that.

The task owner can only be you. The admin, it can only be you. And you can only get a reminder email. You cannot create a task, a contact task … Let me double check because we’re always changing stuff. I don’t think you can create a contact task from within an automation. Let me make sure I’m telling the truth. Contacts … Yes. Tasks are limited to the … So the automation of task, task creation and assignment, is at the [DOCRM 00:44:04] level. So this is how you do a personal task. If you’re just kind of manually managing your contacts, you can get some form of CRM by adding notes and task, but remember, you cannot assign these to someone else. You cannot assign these tasks to someone else, and you’re limited to the type of reminders, whereas if you have the DOCRM, we even have what’s called Task View. These are tasks specific to pipelines because when you assign a task, that task is associated with a deal. It’s not a contact. So that’s why they’re called deal tasks.

Now, when you have a deal task created … Let me see. Do I have one? You can reassign those. You can automate those tasks. So, like here, you see this completed task. You can automate the completion of that task. You can create a task, I think. It says so, right? Add Task, yep. You can create a task that’s associated with the deal. So that’s primarily how the tasks work, is that you have your personal tasks and, like I said, those are one-off, more manual-based. You get an email reminder. Personal tasks are good for meetings, a meeting or a follow up call, or anything manual. Now, when you go into the DOCRM task transform and expand, because now, they’re attached to deals, specific deals for contacts. And I can also assign those tasks to other people on my team. When I go to view those tasks, they’ll look … There we go. Deals. Task View.

I could have a task view, and per my pipeline, I can see where all of my tasks are. So the overdue tasks, the upcoming tasks, and scheduled tasks. And when you click on the task … Oh, that was unassigned. I don’t think I have any tasks, honestly. Let me see. Let me grab a pipeline that I know is … All right. There we go. You’ll see the task right down here, and then you can mark it complete from here or you can mark it complete within the automation. McSizzle, hope that helps. Oh, and real quick, too, when we talk about personal task, if you go to Settings, watch this. You may need the DOCRM for this one, actually. Yeah, never mind. Not personal task. Deal. Deal task types. Look. These are your default. You can add one. So I could do Zoom. I could add Zoom. Where is Save? Where’s the Save button? Did it just save on its own? Let’s see. I think I’m missing a Save button. Oh, no, it auto-saves.

So you can create your task types there in the settings that come up. Okay. That’s fine. Keyon. Hey, good to see you, Keyon. Jumping on, firing off. Waste no time. That’s what I like. All right. “Those deals can be linked into possibly multiple Shopify stores, or just one store?” Yes, yes. It could be linked to multiple and one. So how that would look is, if I go into Settings and do … What did you say? I lost my train of thought. Oh, integrations. So under integration is where you’re going to add all of your Shopify. You can have multiple Shopify accounts added as an integration as long as you’re on the Plus Plan that has deep data. What’s going to happen is when you’re in an automation, check this out. This is how you’re going to assign a deal. I’m going to call this … What happened is this right here. See, this makes a purchase, and then you would select your specific Shopify store.

I’ll just say that this is a Shopify store. When they make a purchase in here, it’s going to fire off this automation. The first thing I’m going to do is do it [inaudible 00:48:54] and see what they purchased. I can go into e-commerce and see if the name of the product … Excuse me … whatever are by the product ID. And so watch this. I could do … Let me do a product name. Product name is Free Trial. So they’re in Shopify. They’ve purchased a free trial, whatever. If they did not, I can do nothing. Going to just end this automation. But if they did purchase a free trial, I could even have another one and look at the level. But right here, I can add a deal.

I could create a deal. Free Trial For … I could even add their first name. And a trial is worth $500 for me. Select the pipeline and the stage, and it’s saved. So, now, in Shopify when they make the purchase of a free trial, I can add a deal to the appropriate stage in a pipeline. And that’s essentially how deals in Shopify would look, look and link up in ActiveCampaign. And, like I said, you can have multiple Shopify stores to do that. So yep. All right, McSizzle, we’ve got a follow up question. This may take us home. Let’s see here. All right. “Is there a simple and clean way to use task completions to trigger automations?” Oh, that is a good question. I’m not sure. Do we have task completion as a start trigger? No? We don’t. We don’t.

The cleanest way would be to make sure that you do it … Yeah. You know, like when you go to a task and mark it complete, like if I hit that Complete, you see it’s gone. What I would have to do is just remember to either change the stage from here, or it would require an extra step to trigger an automation. Yeah. So at this point, it’s not an easy native way, McSizzle. Not yet. So great. Great question. You know what? I didn’t mention this. Ideas.activecampaign.com is where you can submit feature requests. I’m putting it in the chat now. And then let the people vote. The ones with the highest vote have the higher probability of the dev team working on, especially if it’s something that they’ve already kind of been working towards and they get extra votes, and it pushes development that much quicker.

Last question. Keyon: “Explain pipelines.” Oh, yeah, yeah, yeah, yeah. No problem. The easiest way to think about … For those of you who aren’t familiar with our DOCRM or just a traditional CRM … It’s not necessarily just ActiveCampaign. But CRMs … We’ll keep it specific to ActiveCampaign, though. CRMs are comprised of pipelines and stages. The easiest way to think of this is think of a pipeline as synonymous with a process, and stages synonymous with steps within that process. If I have a process for signing up a demo, and that is encompassed by three steps. There’s three steps to sign up a demo. One is you request a demo. Two is I create the account. Three is I activate the account.

Those three steps are now stages, and the process of creating a demo is now a pipeline. So I will create a pipeline, add a pipeline that says Demo Creation. That’s the name of my process. And within there, I would have steps and/or stages. This stage is Submit Information. Okay. And this one could be Create Account. And then the last one can be Activate Account. I just made this up. This is fictitious, but now I have a process for creating a demo, which is a pipeline. A process is a pipeline. And then I have stages, which are steps that are required within that process. In order to create a demo, I need you to submit your information. An account needs to be created, and then it needs to be activated. Now, in ActiveCampaign, deals … See how it says Add a Deal. Deals are what are automated across these steps and/or stages. The easiest way to create a deal is right when someone submits a form. I could have, when someone submits a form … Watch this. I’m a little over, but it’s okay. I want to hit this home for you. When I submit a form, I can have it … Add an Action. Add a Deal. Which one did I just add? Demo. Demo Creation. Submitted their information. A demo was worth 500 bucks, and I’d say deal requested, and click Add.

Now, when they fill out this form, it’s automatically going to add a deal right here for the first step in the process. Now they just have two more steps to go, and the process is complete. That’s how pipelines … When I say process, it’s the pipeline. That’s how pipelines and stages work. Like I said, traditionally, they’re used for sales processes. In ActiveCampaign, you could use them for any process. So name the pipeline, the name of your process, and the stages within that pipeline or the steps required to complete the process. If you think of it that way, it’s a lot easier to see how you can start leveraging it and using it on your business.

All right. With that being said, thank you all so much for attending office hours. We do this every Friday at 1:00 p.m. Central. Go ahead and bookmark it on your calendar. If you want to register … Yep. No problem, Keyon. You’re very welcome there. You can do so here at Office Hours. I’m putting the link in the chat, and you can just register for as many as you want to. Probably, I would recommend at least registering for a couple at a time so you can report back on what you learned and how it’s working.

But, yeah, this is a resource for you every Friday at 1:00 p.m. Thank you all for the questions. The replay will be up: activecampaign.com/learn. All of them are in the education center. Let me show you again. Education, activecampaign.com/learn. If you click on videos, you will see all of the previous office hours and other videos sprinkled throughout. If there’s a specific one you’re looking for, just hit the Search, type it in, and go.

All right. With that being said, everybody have an amazing weekend. Thank you again for taking the time. McSizzle, I’m using Zoom to host these office hours. Yeah. So the replays … Oh. These replays, I believe it’s Wistia. Let me see. Maybe … Yeah, Wistia. We’re using Wistia for these replays. Yep. So, yeah, with that being said, have a great weekend, everybody. Be safe. Oh, I don’t know. Website host … Oh, I don’t know. I just know it’s WordPress. I have no idea. I could ask, though.

But yeah. Thank you all for attending. Yep, I will do. I’ll ask for you. Thank you for attending, and have a great weekend. I’ll see you all next week. Be safe and automate responsibly.